Tag: JainMatrix Investments
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Mahindra Holidays: Take this break !!
———————————————————————————————————————————— Mar 7, 2013 CMP: Rs 276 Mid Cap – Market Cap 2334 crores Advice: BUY JainMatrix Investments presents investors the complete report on Mahindra Holidays published earlier for subscribers only. Here is a note on Mahindra Holidays. Summary: Mahindra Holidays is an Indian leader in Vacation Ownership/ Timeshare. It has an excellent brand and…
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There’s nothing wrong with Apple Inc.
Feb 21st 2013 CMP: $446 Global #1 Cap – Mkt Cap $ 421 billion. Advice: Buy Note our more recent Feb 2015 note on Apple Apple Inc and the Happiest Moment This week, a subscriber asked me a simple sounding question … What do you think of Apple at this point? Let me try to…
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Large Cap Model Portfolio Update Feb 2013
JainMatrix Investments is pleased to present subscribers the Feb update on the JainMatrix Large Cap Model Portfolio 2013. This is an environment where the Indian economy looks sluggish, interest rates and inflation are not coming down, and the markets seem to have lost some steam. The Q3 results are more or less behind us, and their…
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Gold, Apple and a Coal Monopoly
———————————————————————————————————— Gold is all charged up ….. again !! After some steadiness in the last 6 months, Gold prices are rising sharply once again, see graphs: The Gold Price has broken above 2900 after several attempts. Over the last 10 years, the price path is an accelerating rise. Fundamental strength in Gold comes from worldwide…
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NBCC: Small PSU Construction Sub-Contractor IPO, Avoid
Report Date: 27th March The updates of 26th EOD are: Overall 58% subscription with Retail 93% and Institutions 52% with FIIs also stepping in. HNIs are at only 3%. These are not great numbers. My sense is that HNI will dive in today only, and with Retail and Institutions doing their bit, subscription may go to 2-3…
JainMatrix Investments 